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Fly News Breaks for February 18, 2020
UNH, MOH, HUM, CVS, CNC, CI, ANTM
Feb 18, 2020 | 08:35 EDT
The Democratic presidential candidates that represent the perceived risk to substantive healthcare reform are either fading quickly in the polls like Elizabeth Warren or appear unelectable like Bernie Sanders in the eyes of healthcare investors, Deutsche Bank analyst George Hill tells investors in a research note. Following the New Hampshire primary, the analyst sees fading political threats to healthcare reform. He suspects the multiple expansion rally for managed care organization stocks will continue. As such, Hill raised his price target for Buy-rated Anthem (ANTM) to $362 from $314, for Buy-rated Cigna (CI) to $288 from $258, for Buy-rated Centene (CNC) to $84 from $68, for Buy-rated CVS Health (CVS) to $109 from $97, for Hold-rated Humana (HUM) to $433 from $363, for Buy-rated Molina Healthcare (MOH) to $206 from $156 and for Hold-rated UnitedHealth (UNH) to $362 from $297.
News For ANTM;CI;CNC;CVS;HUM;MOH;UNH From the Last 2 Days
UNH
Apr 14, 2021 | 14:00 EDT
Notable companies reporting before tomorrow's open, with earnings consensus, include UnitedHealth (UNH), consensus $4.37... Bank of America (BAC), consensus 66c... PepsiCo (PEP), consensus $1.12... Citigroup (C), consensus $2.60... BlackRock (BLK), consensus $7.75... U.S. Bancorp (USB), consensus 96c... Truist Financial (TFC), consensus $1.11... Delta Air Lines (DAL), consensus ($2.92).
UNH
Apr 14, 2021 | 08:56 EDT
Truist analyst David MacDonald raised the firm's price target on UnitedHealth to $450 from $420 and keeps a Buy rating on the shares as part of a broader research note on Healthcare Services. The analyst says he is bullish on the group, forecasting a strong Q1 across much of the sector as COVID-19 headwinds dissipate. MacDonald adds that free cash flow for the group should remain robust amid an attractive reopening and a rebound in economy, with accelerating flight to quality set to further "tip the field in favor of scaled, high quality, well capitalized providers".
CVS
Apr 14, 2021 | 08:54 EDT
Truist analyst David MacDonald raised the firm's price target on CVS Health to $88 from $80 and keeps a Buy rating on the shares as part of a broader research note on Healthcare Services. The analyst says he is bullish on the group, forecasting a strong Q1 across much of the sector as COVID-19 headwinds dissipate. MacDonald adds that free cash flow for the group should remain robust amid an attractive reopening and a rebound in economy, with accelerating flight to quality set to further "tip the field in favor of scaled, high quality, well capitalized providers".